Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 641 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $6.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
17,861
shares
|
$622,277
0.0% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
17,661
shares
|
$615,309
0.02% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
17,608
shares
|
$613,462
0.01% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
17,568
shares
|
$612,069
0.03% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
17,229
shares
|
$600,258
0.0% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
17,215
shares
|
$599,770
0.04% of portfolio
|
Q3 2025
Reduced 96.25%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
17,000
shares
|
$592,280
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
16,920
shares
|
$589,492
0.01% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
16,862
shares
|
$587,472
0.0% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
16,638
shares
|
$579,667
0.0% of portfolio
|
Q3 2025
Added 133.25%
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
16,635
shares
|
$579,563
0.0% of portfolio
|
Q3 2024
Reduced 81.37%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
16,508
shares
|
$575,138
0.35% of portfolio
|
Q3 2025
Added 47.34%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
16,475
shares
|
$573,989
0.0% of portfolio
|
Q3 2025
Added 16.49%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
16,450
shares
|
$573,118
0.07% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
16,215
shares
|
$564,930
0.01% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
16,096
shares
|
$560,784
0.01% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
15,760
shares
|
$549,078
0.25% of portfolio
|
Q3 2025
Reduced 61.0%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
15,561
shares
|
$542,145
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Tevis Investment Management
|
Dec 02, 2025 Q3 2025 |
15,520
shares
|
$540,716
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
15,188
shares
|
$529,149
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
15,098
shares
|
$526,014
0.01% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
14,830
shares
|
$516,677
0.09% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
14,377
shares
|
$500,894
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
14,294
shares
|
$498,002
0.01% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
14,261
shares
|
$496,853
0.07% of portfolio
|
Q3 2025
New holding
|
|